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@grn_investing

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Following
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I post insights about how to benefit from the energy transition via the stock market 🌎 | "The net-zero transition will require $125T by 2050" - UNFCCC | Coatis

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Joined October 2021
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@grn_investing
Green Investing
50 minutes
Paid subscriptions for Green Investing are live:
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@grn_investing
Green Investing
5 months
@unusual_whales Was this written by Nikki Haley?
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@grn_investing
Green Investing
2 years
@ShellenbergerMD @KamalaHarris @elonmusk Elon Musk is more of a realist than many of the people that support him... He understands this is a long-term transition that will not occur over the span of a few years.
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@grn_investing
Green Investing
3 months
@kick_clips @Dexerto I hope he got his money’s worth from that pool, I guess 💀
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@grn_investing
Green Investing
2 months
@dollarsanddata Once you have them... it doesn't take long to realize that the material possessions were never going to lead to long term fulfillment.
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@grn_investing
Green Investing
2 months
@DeItaone Someone sounds upset valuation is starting to matter again 🤔 You can’t justify being valued based off of growth prospects when the growth stops either…
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@grn_investing
Green Investing
2 years
@Breaking911 Notice how they’re avoiding talking about Chinese aggression against Taiwan? Why should Americans care about a corrupt country that isn’t even in NATO, what about Taiwan? Good luck getting semiconductors if Taiwan goes… 🤦🏻‍♂️
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@grn_investing
Green Investing
2 months
@unusual_whales This definitely won't be abused later on to go after other companies...
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@grn_investing
Green Investing
6 months
CEO of $ABXX, Josh Crumb, went on BNN Bloomberg to discuss the company's recent accomplishments today. This is the audio from his interview:
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@grn_investing
Green Investing
7 months
This is surreal. Everyone in “the know” had faith this day would come. But man it feels crazy for it to actually be happening. Congratulations to everyone holding through with $ABXX for all this time. We just secured the RMO and ACH licenses 😵‍💫 Launch time 🚀
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@grn_investing
Green Investing
2 years
@DoombergT Remember when insiders sold nearly ALL of their stock at IPO… And people were saying $COIN was going $400+ 😵‍💫
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@grn_investing
Green Investing
3 years
@JavierBlas Translation: we didn’t invest the necessary capex to increase supply or maintain for the past decade… And that is OPEC’s fault.
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@grn_investing
Green Investing
5 months
Notes on $ABXX Q1 investor call
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@grn_investing
Green Investing
5 months
$ABXX is closing in on the launch of their exchange. Let's review what progress the company has made, and what is left to complete before all systems are a go:
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@grn_investing
Green Investing
6 months
$ABXX newest director, Jeff Currie, explaining why the company is going to be so valuable— in less than a minute:
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@grn_investing
Green Investing
3 years
@zlonganecker @KatusaResearch ETFs: $KRBN, $KCCA, $KEUA Equities: $NETZ or $ABXX (spinning-out BASE Carbon soon)
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@grn_investing
Green Investing
3 years
Wood Mackenzie estimates that a globalized emissions trading market (carbon credits) could be worth as much as $22 trillion by 2050 This isn't even including other solutions like carbon capture Great for the planet, but how do we profit from this as individual investors? 1/9
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@grn_investing
Green Investing
3 years
@zerohedge Voting “yes” when I don’t own a share of Tesla because I want to watch the fireworks 😎
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@grn_investing
Green Investing
5 months
The stage is set for $ABXX - Management team with a breadth of knowledge on launching commodity/financial products - Tailwind with increasing interest in decarbonization - Disruptor (w moat) in an industry dominated by mature players Market cap won't be in the millions for long
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@grn_investing
Green Investing
4 months
Officially a member of the cult $ABXX
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@grn_investing
Green Investing
3 years
Possible options to invest in #carboncredits : Futures ETFs: - $KRBN ( $KEUA/ $KCCA) - $GRN Carbon royalties/streaming: - $NETZ - $ABXX (spinning-out Base Carbon) - $STRR (primarily gold) Forestry: - $KEWL - $WBI Fertilizer: - $FTZ What other opportunities have you seen?
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@grn_investing
Green Investing
10 months
$ABXX investor call notes:
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@grn_investing
Green Investing
24 days
@QCompounding This is the importance of having skin in the game... If the management team and board doesn't have any stock, then they have little incentive to prioritize what will be the most accretive for shareholders.
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@grn_investing
Green Investing
1 year
$ABXX update: confirming establishment of ATM program and appointment of new directors One of the new BOD at Abaxx Clearing being Neal Wolkoff. Prior CEO of AMEX before it merged with the NYSE. Also previously COO at NYMEX This is not a typical microcap
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@grn_investing
Green Investing
1 month
$ABXX is in the midst of building market interest in its commodity futures products... Here's how many market participants are being onboarded so far:
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@grn_investing
Green Investing
7 months
$ABXX is officially the fourth full-stack commodity exchange and clearinghouse in the world. There aren't many. We have several potential catalysts coming up soon... this is just getting started.
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@grn_investing
Green Investing
2 years
Notes on $ABXX investor call Please reply with additional points of interest below, there was so much discussed on this call. I am excited to see where Abaxx is at in 6-12 months!
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@grn_investing
Green Investing
2 months
$ABXX developed their futures contracts in coordination with over 100 different trading firms. All of the large players in the LNG market. Currently in the process of working through initial block trades to test systems and build liquidity on their exchange.
@James_Duade
James Duade
2 months
1) Today Abaxx publicly posted their three physically delivered LNG Contracts (link below): 1) Gulf Of Mexico FOB (4 ports) 2) Northwest Europe (18 ports) 3) North Pacific Asia (49 ports) IMO understanding which players own the ports is critical...
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@grn_investing
Green Investing
7 months
"BlackRock says green premium is coming in mining" Evy Hambro, Global Head and team leader of natural resources for BlackRock, validates the exact thesis $ABXX has in commodities Commodities will receive a "green premium" based on how they were produced
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@grn_investing
Green Investing
2 months
Write-up outlining the investment case for $ABXX. This is my largest holding. Link below 🔽
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@grn_investing
Green Investing
3 years
What you can buy instead of EV and renewable energy companies to take advantage of ESG: - Battery metals ( #copper , #nickel , #REEs ) - Carbon capture ( $ACC, $POND) - Carbon credits ( $KRBN, $NETZ, BASE) - Future green exchanges ( $ABXX) What else have you invested in?
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@grn_investing
Green Investing
6 months
Tier one of strategic financing in $ABXX exchange has closed (there will likely be a T2): - $CBOE (market cap $18B) - TLW Trading (Created by Tom Ward, founder of SandRidge and co-founder of Chesapeake) - Traxys Lithium Investments (commodity trader with $10B in annual revenue)
@abaxx_tech
Abaxx Technologies Inc.
6 months
#NEWS : Abaxx Announces Closing of Strategic Financing in Abaxx Singapore Partners include Abaxx’s first group of globally recognized strategic participants in the market infrastructure and #commodity ecosystems and include @CBOE , TLW and Traxys. 🔗
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@grn_investing
Green Investing
2 years
Notes on $ABXX Investor Call (Q4/22): There was so much information discussed, so let me know what I missed in the comments
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@grn_investing
Green Investing
10 months
$ABXX has announced the first tranche of financing in part of a $20-35M raise at an exchange level First tranche went to a “global market infrastructure operator,” this is likely CBOE ABXX will still own at least 72% of the exchange by end of offering
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@grn_investing
Green Investing
2 years
Highlights of $ABXX call with Investor Cubed:
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@grn_investing
Green Investing
4 months
$ABXX received another shoutout from $BHP in their economic and commodity outlook: "We also note in this regard that entrepreneurial interest in alternative nickel pricing solutions has been growing, such as GCH's spot trading platform for the physical delivery of Class–I
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@grn_investing
Green Investing
5 months
$ABXX corporate updates: - Still targeting Q1 launch - Approved two initial clearing members - Lithium contract has progressed to stage 2 of development - "Project Venice" pilot for carbon markets was completed - Work left is focused on integrating all market participants
@abaxx_tech
Abaxx Technologies Inc.
5 months
#NEWS : Abaxx Provides Q1 Corporate Update Read Full Release 🔗
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@grn_investing
Green Investing
2 years
New #carboncredits royalty companies looking to go public: - Base Carbon ( $ABXX spin-out) - Vida Carbon (Co-founded by Jamie Keech, well known to mining investors) - Carbon Neutral Corp
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@grn_investing
Green Investing
9 months
Global Head of Commodities Research at Goldman Sachs, Jeff Currie, is joining $ABXX as a non-executive director This news comes after he had retired from his position at Goldman in August. Make of that what you will
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@grn_investing
Green Investing
2 years
I will be investing a significant amount of my net worth on the thesis that these three companies will each be worth billions of dollars within five years $ABXX - Commodity exchanges / tech disruptor $BCBN - Carbon credit royalties $ACT - Plastic recycling (video next week)
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@grn_investing
Green Investing
6 months
Jeff Currie is set to go on CNBC at 8 am ET Time to get the $ABXX story some of the attention it deserves
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@JoshCrumb
Josh Crumb 🆔++
6 months
Heads up, Jeff Currie is on CNBC & @Smarter_Markets this week. Then Jeff, Robert Friedland, Cyrus and Joe Raia will be in Saudi Arabia 🇸🇦 together next week for the minerals forum. #OOTT #LNG #BatteryMetals #29ers
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@grn_investing
Green Investing
2 years
The calm before the storm: $ABXX - Launch of exchange likely in Q1 2023 $BCBN - First revenues Q1 2023 $ACT - Plastics R2 due for completion mid-November
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@grn_investing
Green Investing
6 months
Portfolio update: - 65% $ABXX - 27% $ACT - 8% $BCBN Safe to say this is turning into the Abaxx show, and will continue to as long as they execute. I have no plans of selling anything. I didn’t wait for two years just to leave when the party was getting started.
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@grn_investing
Green Investing
2 years
Abaxx Technologies ( $ABXX): Is It A Buy? This video is an expansion on my last video on Abaxx, going over the various business verticals the company is pursuing. I feel that the market needs a refresher on what the company is trying to accomplish.
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@grn_investing
Green Investing
2 years
I highly recommend you listen to @Jamie_Keech ’s interview on @MiningStockEdu discussing #carboncredits He explains why this market is set to rise over the coming decade and why royalty/streaming companies are such fantastic business models.
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@grn_investing
Green Investing
2 years
UN Climate Change has partnered with Air Carbon exchange to promote carbon offsetting $ABXX:
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@grn_investing
Green Investing
2 years
Some notes from $ABXX investor call today:
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@grn_investing
Green Investing
2 months
$ABXX CEO outlining the potential value of the company's existing commodity futures contracts that'll be ready at exchange launch:
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@grn_investing
Green Investing
6 months
$ABXX announces they’ve closed their financing at the Abaxx Exchange level with corporate investors. Management has said previously the company will drop names closer to launch. This closes January 8th. Abaxx will retain ~87% ownership in the exchange.
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@grn_investing
Green Investing
2 years
I haven’t been this excited for a podcast since Mike Alkin's Talking Stocks over Beer $ABXX
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@grn_investing
Green Investing
1 year
We have the ability to buy into a new commodity exchange providing vital infrastructure for the LNG and battery metals space… The best part, the market cap of the stock isnt even worth the value of the exchange tech, all other upside/assets are free. Insane if successful $ABXX
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@grn_investing
Green Investing
27 days
$ABXX investor call is confirmed for the middle of June. Given previous comments, this means launch could be happening soon™️
@JoshCrumb
Josh Crumb 🆔++
27 days
@CabergBTV @stooonkMan @_riskFULL Mid June. Sorry I didn’t update if it would be this week or not.
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@grn_investing
Green Investing
2 years
$ABXX @JoshCrumb just buying more shares
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@grn_investing
Green Investing
5 months
Me in a year when CNBC says they’re pulling up the “LNG price” and it’s a chart of $ABXX LNG futures
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@grn_investing
Green Investing
1 year
Warren Buffett started out his investing career in microcaps for a reason... He knows better than anyone that institutions don't have access to markets at these lower levels. Making it far likelier you can find significant deals
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@grn_investing
Green Investing
7 months
Gentlemen (and lady), it's time to eat... Dinner has finally been served 🍴 Let's see if we can snag the RMO and ACH licenses before the end of the year 😎
@abaxx_tech
Abaxx Technologies Inc.
7 months
#NEWS : Abaxx Closes CAD$30.7 Million Financing and Terminates ATM Program Read Full Release
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@grn_investing
Green Investing
5 months
$BCBN CEO on what investors are missing about investing in the carbon markets:
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@grn_investing
Green Investing
2 months
@energybants @dg_graeber The only way they can win is by hiding information, or actively misinforming the public... It's only a matter of time until those dark forces lose.
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@grn_investing
Green Investing
5 months
Uh... woah. $BCBN - 6M carbon credits expected from Vietnam, for revenues of $30M - 2.1M credits expected from Rwanda - India project on track for project registration by end of 2024 - Non-dilutive revenue stream from managing investment fund for STX
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@grn_investing
Green Investing
2 years
Not much to say about being down 70% on $ABXX besides that it was already cheap at $200M cap I envy people buying at $60M now… If the exchange launches this company is worth multiple billions in a few years Granted, we are at maximum pessimism for good reason. Results needed
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@grn_investing
Green Investing
2 years
@JavierBlas When shit hits the fan… People will do what they must to survive or sustain a level of comfort ESG will have to influence things more slowly, or there will be backlash
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@grn_investing
Green Investing
2 years
“Abaxx Technologies: The Long-Term Vision” Probably the only video on my channel that I’m going to end up rewatching several times. Especially as we approach exchange launch. $ABXX
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@grn_investing
Green Investing
2 years
$BCBN Webinar Notes - Next project likely reforestation, with offtake in place - Focusing on proven project methodologies - $37M in cash, will explore how to raise additional capital. Probably not dilution/debt - Both cookstove projects ahead of schedule - Revenue likely in 2023
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@grn_investing
Green Investing
2 years
Abaxx Technologies ( $ABXX): The Long-Term Vision A reminder to investors what the ultimate goal of this company truly is (significantly more than just an LNG futures contract)
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@grn_investing
Green Investing
1 month
Many $ABXX investors are starting to get anxious about the exchange's launch (I get it; I've been holding for 2.5 years). The fundamental difference between now and the past is that management is 𝐜𝐡𝐨𝐨𝐬𝐢𝐧𝐠 to hold off on launch until more FCMs are onboard. At this point,
@JoshCrumb Not to break your balls but will the exchange still be pre launch waiting for one more FCM in 2029?
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@grn_investing
Green Investing
2 years
The beginning of $ABXX 2022 October newsletter: The market is showing incredible interest in Abaxx and the possible futures contracts they could offer. Many catalysts coming as we approach launch in the next six months.
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@grn_investing
Green Investing
7 months
$ABXX in a nutshell: “The best companies are investing for the long-term in ways shareholders don’t fully grasp or appreciate. It sometimes shows up as short-term underperformance as they invest in the future or go above and beyond for a customer.” - @iancassel
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@grn_investing
Green Investing
5 months
Significant LNG capacity coming online over the next decade according to Wood Mackenzie... I don't think financially-settled futures contracts are going to cut it for this market anymore. We need a new, solidified benchmark $ABXX 🤔
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@grn_investing
Green Investing
2 years
My friends think I’m a madman, but I’m buying more $ABXX tomorrow The stock is down 50% over delays… nothing even materially wrong
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@grn_investing
Green Investing
2 years
Much like the previous #uranium , #cannabis , #crypto booms… take your pick: There will be hundreds of companies entering the #carboncredits space over the coming years. How many of those management teams will actually understand the industry? Not nearly as many.
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@grn_investing
Green Investing
1 year
Typical mainstream media behavior $ABXX @JoshCrumb
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@grn_investing
Green Investing
2 years
It’s quite telling just how intricate $ABXX story and potential is when I’m trying to cut down how long this video is going to be and I can’t justify going lower than 27 minutes. They have so much going on… I don’t know how Josh does it. Anyways, it’ll be out later today.
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@grn_investing
Green Investing
1 year
$ICE is reporting record volumes on environmental futures and options products Bodes well for a new exchange focused entirely on new solutions for the energy transition $ABXX
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@grn_investing
Green Investing
7 months
To think randomly finding this article from @tommyhump on led me to $ABXX and reinventing my entire investment philosophy... It's crazy how some of the smallest actions (reading an article) can change everything. Serendipity.
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@grn_investing
Green Investing
3 years
Give it 20-30 years, carbon credits will be the most valuable commodity on the planet. Buying into the carbon credit industry right now is like entering crypto ten years ago.
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@grn_investing
Green Investing
3 months
It took us all of two days to get back to the pre-financing stock price... Chances are, we see an announcement of the first futures contracts being traded in the next few weeks. $ABXX isn't going to get any cheaper.
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@grn_investing
Green Investing
2 years
Raymond James initiates a “Strong Buy” stance on $BCBN with a C$2.00 price target
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@grn_investing
Green Investing
2 years
Imagine having the ability to own a Franco-Nevada or Wheaton PMs when they were micro-caps… Now we can do just that, in a sector that will become one of the most valuable commodities ever Watching for Base Carbon ( $ABXX), set to list this quarter, and Vida Carbon listing Q2
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@grn_investing
Green Investing
1 year
$ABXX released this filing yesterday with the SEC $CBOE has confirmed that Abaxx is approved to uplist in the US (We'll probably be uplisted in the next few weeks, if not sooner)
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@grn_investing
Green Investing
2 years
$ABXX next investor call will be on November, 22nd. Potential events coming over the next few weeks (no guarantees any of these are announced): - RMO approval from MAS - Announcement of exchange partners - Announcement of exchange launch date
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@grn_investing
Green Investing
6 months
Just listen to the level of impact the tiny, $2B VCMs have made already… Millions of lives improved while global regulators twiddle their thumbs And radical environmentalists are doing everything they can to kill it 🤦🏻‍♂️ At this point, let the free market handle it $ABXX $BCBN
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@grn_investing
Green Investing
2 years
I have a portfolio of three companies ( $ABXX, $ACT, $TCF), looking to make it four soon enough If you showed that portfolio to a CFA they'd lose their mind. The average advice found in the financial industry leads to just that... average results Outperformance requires risk
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@grn_investing
Green Investing
7 months
Notes from $BCBN Q4 investor call: As bullish as they have ever been, even with VCM markets going soft. Profitability in 2024 with multiple projects issuing offsets. The quality of this management team really shines when compared to other companies in the sector...
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@grn_investing
Green Investing
3 years
My portfolio: 30% - $ABXX 30% - $BASE (waiting for spin-out, cash in $VWTR) 25% - $POND 15% - $SPZI
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@grn_investing
Green Investing
1 year
Abaxx Technologies $ABXX had a press release yesterday with great news, but the market didn't seem to agree I think investors need to remind themselves of the long-term vision. What is Abaxx trying to accomplish?
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@grn_investing
Green Investing
1 year
Per $ABXX call with @investorcubed : The WTI oil futures contract would have a $5-6B market cap if it was listed as an individual company ABXX management thinks the LNG, Carbon, and Nickel contracts could reach similar valuations respectively. Meaning ABXX would be worth $15-18B
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@grn_investing
Green Investing
10 months
$ABXX CEO all but confirming the company has the support of Saudi Aramco (They’re probably one of the companies who have committed to trade on the exchange)
@JoshCrumb
Josh Crumb 🆔++
10 months
@_riskFULL @robert_ivanhoe We’ve also had support from a multi-trillion dollar company. Right now we seem to be the only exchange doing this very specific development work. It’s about the team and the critical market infrastructure work, not the capitalization.
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@grn_investing
Green Investing
1 year
@JoshCrumb just bought 200k worth of $ABXX There's that final insider buying I was looking for 😂
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@grn_investing
Green Investing
1 year
Insider buys in the portfolio: $ACT - COO buying 14,500 shares open market $BCBN - CFO buying 100,000 shares open market Just waiting on news from $ABXX now :)
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@grn_investing
Green Investing
2 years
Abaxx Technologies $ABXX: Huge Business Update Here is my summary of Abaxx's business update. I will be posting a video diving into Abaxx's different business verticals tomorrow.
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@grn_investing
Green Investing
3 years
$ABXX milestone schedule into 2022: - Final regulatory approval in January - Exchange will hopefully be launched by March - Base Carbon (Q1 or Q2)
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@grn_investing
Green Investing
1 month
@unusual_whales The more I hear this guy speak, the less I trust or like him 😂
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@grn_investing
Green Investing
1 year
If you're ever having doubts about $ABXX ability to launch their exchange and reach commercial success... This is the most important info in the company's new slide deck This management has "been there, done that". Vast experience in launching exchanges and financial products:
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@grn_investing
Green Investing
1 month
I’m looking for the big exchange winner of the next decade… Does anyone have any idea of what company that might be? $ABXX
@Exchange_Invest
Exchange Invest
1 month
A big winner of the past decade: @ICE_Markets . A commodities specialist in 2014, ICE has expanded exponentially to reach the top tier of Young’s exchange Pyramid. Big in big data, owning the world’s #1 bourse brand @NYSE , a mortgage powerhouse & of course a derivatives leviathan.
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@grn_investing
Green Investing
2 years
Natural #carbon sinks and their various levels of stored CO2 via @VisualCap :
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